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Brookwood Investment Group LLC: IBIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brookwood Investment Group LLC on IBIT, newest first. How the timeline and the estimate are built.

Brookwood Investment Group LLC held 27,755 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,755 shares
    Change vs previous 13F -1,310 shares

    0.11% of the 13F portfolio, value $923,964.

    13F-HR 0002066812-26-000003 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,065 shares
    Change vs previous 13F +72 shares

    0.14% of the 13F portfolio, value $1,116,677.

    13F-HR 0002066812-26-000002 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,993 shares
    Change vs previous 13F +5,442 shares

    0.17% of the 13F portfolio, value $1,439,502.

    13F-HR 0002066812-26-000001 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,551 shares
    Change vs previous 13F +2,183 shares

    0.2% of the 13F portfolio, value $1,530,815.

    13F-HR 0002066812-25-000006 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,368 shares
    Change vs previous 13F -3,213 shares

    0.21% of the 13F portfolio, value $1,307,935.

    13F-HR 0002066812-25-000005 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,581 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,150,637.

    13F-HR 0002066812-25-000004 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).